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Founded by James A. Roberts, who also serves as President, Intera Capital Partners is a specialized asset management placement firm. It provides institutional investors, insurance companies, and commercial banks with insider perspectives on complex investment challenges. Operating as a placement agent, the firm facilitates connections between capital allocators and investment managers, optimizing portfolio construction for its sophisticated clientele within the financial sector. Its business model centers on earning fees from successfully facilitating these investments, thereby streamlining access to capital and enhancing investment capabilities. Joan Skallman serves as Program Manager, contributing to the organization's tailored solutions that address the unique needs of its institutional customers. Its business model centers on placement agent services for asset management, earning fees from facilitating investments.
Intera Capital has 1 tracked investment across 1 company. The latest tracked deal is $15.0M Series A in Allocate in May 2022.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| May 1, 2022 | Allocate | $15.0M Series A | M13 | Andreessen Horowitz, Fika Ventures, Monochrome Capital, Portage Ventures, Urban Innovation Fund, Moshe Lifschitz, Anthemis, Basis SET Ventures, Bedrock Capital, Broadhaven Ventures, SignalFire, Tusk Venture Partners |